Create a Personal Plan
If the Personal Plans feature is enabled by your Subscription Administrator, you can create and work with personal plans that only you can access. Unlike client plans, the personal plans that you create are not associated with a client. Instead, they are associated with only you as a user.
No one – not even your Subscription Administrator – can access to your personal plans. Upon first accessing your Personal Plans tab, you are prompted to create a 4- to 6-digit PIN (Personal Identification Number), which you will need in order to access your personal plans in the future. You must also choose personal security questions and answers, which will be used to assist you in recovering your PIN in case you forget it. Bloomberg Tax Technology Customer Support cannot assist you in recovering your PIN.
For more information, see Personal Plans Page.
Adding a Personal Plan
- From any page in the program, click your name in the upper right to access your Setup page.
- The Personal Plans tab is open by default.
- Click New to open Income Tax Planner.
- Create the personal plan and save it.
- Close Income Tax Planner.
- Refresh your browser to see the new personal plan listed on the Personal Plans tab of the Setup page.
Opening a Personal Plan
Simply click the personal plan link. Income Tax Planner opens, showing the personal plan.